Who We Serve

Meyer Capital Group serves an eclectic group of clients with diverse needs and objectives. To successfully navigate through the ever-changing market conditions, new tax codes and legislation as well as everything else that we call LIFE, you need conflict-free advice and you need a plan. Our goal is to clarify your financial picture and reduce your financial stress through a systematic goals-based investment approach and long-term proactive planning. This process will provide you with peace of mind knowing that you’re traveling on the right path and can spend your time doing the things that you love with those who matter the most.



Small Business Owners


Socially Responsible


Just Starting Out

Investment Pros